Attio (Beta)
This feature is currently in beta
We are actively enhancing this feature, and some functionalities may change before the official release.
If you're interested in joining the beta program and sharing feedback to help us improve it, please ping us in your dedicated Slack channel, or email support@salesbricks.com.
Attio is a modern, automation-first CRM platform designed for speed and simplicity. Known for its popularity among young, innovative companies (including many from Y Combinator) Attio is a fast-growing player in the CRM space.
The Salesbricks x Attio integration is a lightweight CRM integration that enables field-level syncing between the two platforms.
Features
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Basic field syncing: Sync key fields from Salesbricks orders to Attio deals.
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Seamless OAuth connection: Salesbricks integrates with Attio through a secure OAuth authentication flow, just like our Salesforce and HubSpot integrations.
Setup
1. Setup a new Attio integration instance in Salesbricks.
- In Salesbricks, navigate to Settings -> Integrations and click on Attio.
If you do not see Attio as a CRM option, please reach out to Salesbricks Support to enable it on your account.
- If this is your first time connecting Attio to Salesbricks, a modal will appear prompting you to connect your Attio account. Click “Connect.”
2. Complete the OAuth flow by logging into your Attio account.
- Click “Log in.” You will be redirected to Attio for the authentication flow.
- Attio will prompt you to grant access to Salesbricks. Click “Confirm.”
3. Return to Salesbricks, and map the fields you would like to push from Salesbricks orders to the corresponding deal fields in Attio.
- Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.
- Click “Save.”
4. Test a Salesbricks order with a test Attio deal, and confirm the data is flowing properly.
- In Attio, create a new deal and save.
- In Salesbricks, create a new order.
- In the “CRM Account” field, search for the account associated with the deal you created in Attio.
- Once you find the correct account, the “CRM Opportunity” field will be populated with all deals associated with that company.
- After you save the order, go to Attio and verify that the details from the order were pushed from Salesbricks to the Attio deal.
Field mapping
When connecting Salesbricks to your CRM, map the following fields to align data between the two systems effectively:
| Field | Definition |
|---|---|
stage | Represents the current phase or status of the order, indicating progression through your pipeline. |
id | A unique identifier for the order within Salesbricks, used for consistent reference across platforms. |
subscription_id | The identifier for the Salesforce subscription associated with the order. |
agreement_number | The index of the order within the subscription. |
order_type | Specifies the type of order (e.g., standard, renewal, upgrade, recast) for categorization. |
created_at | The timestamp marking when the order was created in Salesbricks. |
updated_at | The timestamp for the last update to the order, providing insight into its most recent activity. |
starts_at | Indicates when the order begins. |
ends_at | The expected end date of the order, marking its termination unless renewed. |
closed_at | The timestamp marking when the order was closed. |
primary_user | The main user or contact associated with the order, typically the primary point of contact. |
metadata | An open field for additional data, custom attributes, or notes specific to the order. |
billing_schedule | The frequency or schedule for billing, such as monthly, quarterly, or annually. |
grand_total | The total value of the order, including all applicable charges, taxes, or fees. |
locked | Indicates whether the order is locked from being editable by the buyer. |
payment_terms_number_of_days | The number of days after the billing date the customer can pay an invoice before it’s considered past due. |
payment_terms_text | x = payment_terms_number_of_days. If x is 0, returns “Due on receipt.” Otherwise, returns “Net x” (e.g. “Net 30”). |
arr | The Annual Recurring Revenue associated with the order, reflecting yearly revenue from subscriptions or ongoing contracts. |
contract_value | The total value of the contract over its entire duration. |
duration | The length of the contract or order term, measured in months. |
auto_renews | Indicates if the order will automatically renew upon expiration. |
pricebook_id | Refers to the CRM price book ID if the customer has product enabled. |
buyer_name | The name of the company purchasing the order. |
currency_iso_code | The ISO currency code (e.g., USD, EUR) used in the order. |
buyer_legal_name | The official legal name of the buying company. |
total_committed_current_spend | The total contract value of the customer’s current active agreement. |
total_expected_renewal_spend | The forecasted total contract value of the customer’s next renewal agreement. |
If you have any questions or concerns, feel free to reach out to the Salesbricks Support team.